It is the internal testing website that you are visiting. Please go to our official customer website (www.myplaniq.com).
Find A Portfolio/Ticker
Comparison Box
FTEHX: FIDELITY TOTAL EMERGING MARKETS FUND FIDELITY ADVISOR TOTAL EMERGING MARKETS FUND: CLASS T (MUTUAL FUND)
Basic Info
| Asset Class: | DIVERSIFIED EMERGING MKTS |
| MyPlanIQ Rating: |
Not Rated
|
| Start Date: | 11/17/2011 |
| Last Dividend Date: | 07/19/2024 |
| 12-Mo. Yield | 120.63% |
| Expenses | 1.10% |
| Sign up to get fund ranking change alerts | |
Performance Analytics (As of 10/08/2024)
Not up-to-date? Try| Last 1 Week* | 1 Yr | 3 Yr | 5 Yr | 10 Yr | Inception** | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2011 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Annualized Return(%) | 0.0 | -75330.5 | NA | NA | NA | NA | -67587.5 | 13.5 | -22.9 | -5.7 | 16.8 | 21.0 | -14.6 | 28.8 | 11.7 | -7.4 | -3.2 | 0.5 | 19.6 | -1.9 |
| Sharpe Ratio | NA | NA | NA | NA | NA | NA | NA | 0.91 | -1.3 | -0.41 | 0.63 | 1.76 | -1.21 | 3.77 | 0.88 | -0.67 | -0.34 | 0.04 | 1.68 | -0.86 |
| Draw Down(%) | NA | 60618.1 | 55714.5 | 50957.8 | 50957.8 | 50957.8 | 60618.1 | 9.5 | 32.5 | 16.2 | 33.0 | 8.3 | 22.2 | 3.8 | 8.9 | 17.5 | 15.9 | 14.5 | 12.4 | 5.3 |
| Standard Deviation(%) | NA | NA | NA | NA | NA | NA | NA | 10.3 | 18.7 | 14.0 | 26.1 | 11.1 | 13.3 | 7.5 | 13.0 | 11.1 | 9.6 | 10.7 | 11.8 | 18.3 |
| Treynor Ratio | NA | -1.63 | NA | NA | NA | NA | NA | 0.12 | -0.27 | -0.07 | 0.18 | 0.23 | -0.21 | 0.35 | 0.16 | -0.13 | -0.05 | 0.01 | 0.29 | -0.24 |
| Alpha | NA | -281.09 | -82.63 | -50.66 | -25.23 | -19.64 | -357.11 | 0.02 | -0.03 | -0.03 | 0.01 | 0.01 | -0.02 | 0.01 | 0.01 | 0.01 | -0.01 | 0.02 | 0.02 | -0.02 |
| Beta | NA | 462.44 | 94.07 | 40.85 | 24.3 | 19.91 | 570.7 | 0.78 | 0.9 | 0.86 | 0.92 | 0.86 | 0.77 | 0.8 | 0.72 | 0.59 | 0.69 | 0.72 | 0.69 | 0.64 |
| RSquared | NA | 0.01 | 0.0 | 0.0 | 0.0 | 0.0 | 0.01 | 0.89 | 0.93 | 0.96 | 0.97 | 0.93 | 0.94 | 0.88 | 0.92 | 0.91 | 0.85 | 0.89 | 0.91 | 0.98 |
| Yield(%) | N/A | N/A | N/A | N/A | N/A | N/A | 109.3 | 2.8 | 1.8 | 1.3 | 0.8 | 2.6 | 1.5 | 2.9 | 1.0 | 1.9 | 1.4 | 1.2 | 1.4 | 0.0 |
| Dividend Growth(%) | N/A | N/A | N/A | N/A | N/A | N/A | 4087.8 | 21.9 | 21.9 | 90.9 | -62.5 | 41.5 | -34.3 | 231.6 | -53.2 | 26.9 | 15.1 | 0.7 | N/A | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 11/16/2011
Calculate Performance
Start date (MM/dd/yyyy)
End date (MM/dd/yyyy)
|
View Historical Data in an advanced chart |
Use MyPlanIQ Comparison to compare with multiple funds or portfolios |
See DIVERSIFIED EMERGING MKTS Asset Class Trend Rankings |
Top Rated Funds in DIVERSIFIED EMERGING MKTS
Best Mutual Funds
- VEIEX (VANGUARD EMERGING MARKETS STOCK INDEX FUND INVESTOR SHARES) (99%)
- GEMMX (GMO EMERGING MARKETS FUND CLASS VI) (97%)
- EMGYX (WELLS FARGO EMERGING MARKETS EQUITY FUND ADMINISTRATOR CLASS) (96%)
- DFEVX (EMERGING MARKETS VALUE PORTFOLIO EMERGING MARKETS VALUE PORTFOLIO - INSTITUTIONAL CLASS) (96%)
- HIEMX (VIRTUS EMERGING MARKETS OPPORTUNITIES FUND CLASS I) (95%)
- AOTIX (ALLIANZGI EMERGING MARKETS OPPORTUNITIES FUND INSTITUTIONAL) (95%)
- DEMSX (EMERGING MARKETS SMALL CAP PORTFOLIO EMERGING MARKETS SMALL CAP PORTFOLIO - INSTITUTIONAL CLASS) (95%)
- RNWFX (NEW WORLD FUND INC CLASS R-5) (94%)
- DFCEX (EMERGING MARKETS CORE EQUITY PORTFOLIO EMERGING MARKETS CORE EQUITY PORTFOLIO - INSTITUTIONAL CLASS) (93%)
- IJEMX (VY(R) JPMORGAN EMERGING MARKETS EQUITY PORTFOLIO CLASS I) (93%)
Best ETFs
- EEM (iShares MSCI Emerging Markets ETF) (100%)
- BKF (iShares MSCI BIC ETF) (99%)
- DEM (WisdomTree Emerging Markets High Dividend Fund) (99%)
- DGS (WisdomTree Emerging Markets SmallCap Dividend Fund) (98%)
- EWX (SPDR S&P Emerging Markets Small Cap ETF) (98%)
- PIE (Invesco Dorsey Wright Emerging Markets Momentum ETF) (98%)
- PXH (Invesco FTSE RAFI Emerging Markets ETF) (97%)
- VWO (Vanguard FTSE Emerging Markets ETF) (97%)
- SCHE (Schwab Emerging Markets Equity ETF) (42%)
- EMIF (iShares Emerging Markets Infrastructure ETF) (41%)
Best Closed End Funds
- EMF (Templeton Emerging Markets Closed Fund) (100%)
- IHD (Voya Emerging Markets High Dividend Equity Fund) (35%)
